West Des Moines, IA 2700 Westown Pkwy Office

Roger Jones is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes roles at UBS Financial Services and Piper Sandler & Co. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers diversified investment strategies and integrates technology tools to support advisors while maintaining a broad platform that includes insurance and banking partnerships.

David Sommers is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1992, with prior experience at Premier Bank from 2010 to 2019. Outside of advisory work, he is involved in breeding and training polo ponies through his ownership of Kicking Horse Ranch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Alec Harrold is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Anthony Marano Company and BKD CPAs & Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment and financial planning solutions supported by advanced technology and a broad network of more than 22,800 advisors.

Michael Alexander is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has worked at LPL Financial since 2019 and previously spent three years with Summit Financial Group Inc and Summit Brokerage Services, Inc. Alexander has operated Alexander Investment Services, Inc. since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Jeffrey Harrold is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2002 and previously worked at Morgan Stanley DW Inc. from 1999 to 2002. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services using both proprietary and third-party strategies, supported by a broad platform that includes advisory and non-advisory financial products.

Thomas Alexander is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities and Principal Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Daniel Trerotola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He previously worked at Waddell & Reed and Wells Fargo Clearing. He is involved with Trerotola Wealth Management, an entity related to his advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies and operational support tools.